Scale Up Onboarding Engine
Eliminate guesswork in onboarding and add meaning to your process
Ensure Predictability
Create an onboarding experience that's repeatable and consistent across clients
Maximize Scalability
Onboard clients faster so you can grow your business with less overhead
Drive Engagement
Make it easy for clients to engage with the onboarding process via an intuitive interface
Room for Flexibility
Adaptable to meet your needs as well as those of your clients while keeping projects on track
Go beyond traditional project management.
Experience the Scale Up Onboarding Engine for yourself
Effective project management is a cornerstone of successful client onboarding. With the Setuply platform, you have all the functionality you need to add meaning to the client onboarding experience with fewer manual tasks on your team's plate. It's onboarding made the way it should be: enjoyable for the client and easy for a provider to manage.
What makes for a good client onboarding experience?
Features that support a better client onboarding process
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Project & Subproject Setup
Create projects from scratch or a library of templates with built-in predictability tasks. Define risks and create milestones with a click.
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Onboarding Workflow Engine
Adapt the project flow to support a virtually unlimited range of business scenarios, sizes, and industries.
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AI-Driven Task Management
Our patent-pending SmartTasks, an AI-driven platform, enables escalations if tasks aren't enabled. ML helps predict task timespans.
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Reporting & Analytics
Empower teams with dashboards and powerful analytics. Give stakeholders visibility into project status and any process bottlenecks.
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Project Visibility and Views
View projects in different formats based on preference. Allow clients to limit stakeholder visibility of project sections and tasks.
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Onboarding Communications
Enable users to collaborate, discuss work, and comment on project areas. A communication log of all activities offers easy reference.
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Add Change Request
Don’t let change evolve into unchecked scope creep. Safeguard project timelines and cost transparency for timely revenue recognition.
Your journey to better onboarding starts here.
Experience the full range of Setuply’s onboarding capabilities
Client Impact Control Center
Give clients the power to stay connected to project progress and reach out for support to keep things on track.
Secure Data ManagementEasily and efficiently gather client historical data and other information necessary for a successful implementation.
Read More Professional Services AutomationTrack your team members’ workload and productivity, and then use that data to identify bottlenecks and avoid burnout.
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